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TFO Wealth Partners’s Bloom Energy BE Stock Holding History

TFO Wealth Partners’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$22 – 137
2024
Q1 		$22 Hold
2
– – ﹤0.01% 765
2023
Q4 		$30 Hold
2
– – ﹤0.01% 897
2023
Q3 		$33 Hold
2
– – ﹤0.01% 1068
2023
Q2 		$33 Hold
2
– – ﹤0.01% 790
2023
Q1 		$40 Sell
2
-1
-33% -$22 ﹤0.01% 756
2022
Q4 		$110 Buy
+3
New +$59 ﹤0.01% 756

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TFO Wealth Partners's BE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Bloom Energy (BE) in Q2 2024, closing a stake of 2 shares — an estimated $22 sold.

TFO Wealth Partners first reported a position in BE in Q4 2022 and held it in 6 quarters. The position peaked at $110 in Q4 2022. 315 funds tracked by Wall St. Rank hold BE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Bloom Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Bloom Energy shares in Q2 2024, an estimated $22.
  • TFO Wealth Partners first reported a position in Bloom Energy in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Bloom Energy position peaked at $110 in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.